Marsh & Partners

What Marsh & Partners does

Marsh & Partners (legal entity Marsh & Partners Qld Pty Ltd, ACN 103 868 926) is a Brisbane-based, partner-owned accounting and business advisory firm headquartered at Level 3, 74 Astor Terrace, Spring Hill, serving business owners across Australia. The firm operates 101-250 staff under partners Cameron Allen, Terry Brauer, and Fred Patten, with Mick Marsh identified as the original founder, and delivers a six-pillar service suite: Bookkeeping & Virtual CFO, Accounting & Tax Advice (including SMSF administration), Business Growth & Planning (business improvement, crisis management, valuations, succession planning), Estate Planning, Separation & Divorce, and QBCC construction industry advisory.

The firm's technology stack is built on mainstream cloud accounting SaaS — Xero, Xero Practice Manager, and QuickBooks Online for client bookkeeping and tax workflows, with Microsoft SharePoint for document management — supplemented by Calendly for self-serve consultation booking and Hightail Spaces for client file upload. No proprietary platform, API, or AI capability is disclosed; the technology layer functions as workflow and practice management infrastructure rather than a differentiated product.

Marsh & Partners generates revenue through fee-based professional services engagements, with quote-based pricing tailored to each client engagement and a free first-chat consultation as the lead conversion mechanism. Its go-to-market is sales-led and consultative, targeting SMB and mid-market business owners through content marketing (blog, financial calculators, guidebooks, Value Improvement Course), email newsletter, LinkedIn, and Calendly-driven direct booking. The firm combines compliance work (tax, BAS, SMSF) with higher-value advisory (virtual CFO, succession planning, business valuations, crisis management), positioning itself as a long-term strategic partner rather than a transactional accountant.

Name

Marsh & Partners

Legal name

Marsh & Partners Qld Pty Ltd

Website

https://marshpartners.com.au

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

101–250 employees

Short description

Marsh & Partners is a Brisbane-based, partner-owned accounting and business advisory firm serving Australian SMB and mid-market business owners with bookkeeping, virtual CFO, tax, succession, estate, divorce, and QBCC construction services. Revenue is generated via fee-based professional services engagements delivered consultatively.

Ownership category

akta.pro rank

Headquarters

HQ city

Brisbane

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Professional Accounting Services: Fee-based professional services for accounting, tax advice, bookkeeping, virtual CFO, business growth planning, succession planning, estate planning, separation and divorce, and QBCC services. Revenue generated through direct client engagements with consultative delivery.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Marsh & Partners provides bookkeeping, accounting, taxation, virtual CFO, business advisory, valuations, and succession planning services to business owners, with specialist offerings in QBCC compliance for the construction industry and estate/separation financial advisory for individuals. The firm operates a partner-led model in which senior partners are directly involved in client engagements.

Product overview

Marsh & Partners operates as a Brisbane-based accounting and business advisory firm offering a comprehensive suite of professional services organized around six core pillars: Bookkeeping & Virtual CFO (VCFO), Accounting & Tax Advice, Business Growth & Planning, Estate Planning, Separation & Divorce, and QBCC services. The firm's approach combines traditional compliance work with strategic advisory, positioning itself as a 'partner' to business owners rather than just an advisor. Key service modules include bookkeeping, virtual CFO support, tax planning, SMSF administration, business valuations, succession planning, and crisis management. The firm also offers digital resources including financial calculators, guidebooks, and a value improvement course. Services are delivered through personalized client relationships with ongoing check-ins and strategic reviews throughout the year.

Differentiator

Problem solved

Functional benefit

Named customers5 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Seven partnerships are on record, tiered core, supporting and regulatory.

• XerocoreTechnology or IntegrationCloud accounting software platform used by Marsh & Partners for client accounting services. Data stored on servers in the United States of America.
• Xero Practice ManagercoreTechnology or IntegrationPractice management software used for workflow and client management. Part of the Xero ecosystem.
• QuickBooks Online via IntuitcoreTechnology or IntegrationCloud accounting platform used for client services. Data stored on servers in the United States of America.
• Microsoft SharePointsupportingTechnology or IntegrationDocument management and collaboration platform used for storing and sharing client information. Data stored on servers largely in Hong Kong or Singapore.
• Queensland Building and Construction Commission (QBCC)regulatoryOthersRegulatory body governing Queensland building and construction industry. Marsh & Partners provides specialized services for QBCC-licensed businesses.
• Australian Taxation OfficeregulatoryOthersGovernment regulatory body. Marsh & Partners interacts with ATO for tax lodgements and compliance on behalf of clients.
• Australian Securities and Investment CommissionregulatoryOthersGovernment regulatory body. Marsh & Partners interacts with ASIC for corporate compliance matters.

Scale indicators1 record

Recent moves7 records

Expansion highlights5 records

Direct peers

• Pitcher Partners: Australian mid-tier chartered accounting and advisory network offering accounting, tax, business advisory, succession planning, and wealth services to SMB and mid-market clients — directly comparable service mix to Marsh & Partners.
• Crowe Australasia: Mid-tier accounting and advisory firm serving Australian SMB and mid-market clients with accounting, tax, business advisory, and succession services — closely aligned service offering to Marsh & Partners.
• William Buck: Australian mid-tier accounting and advisory firm focused on privately-held businesses with services spanning accounting, tax, business advisory, and succession planning; closely comparable ownership-focused advisory model.
• SW Accountants & Advisors: Brisbane-based accounting and advisory firm serving SMB and mid-market clients with accounting, tax, virtual CFO, and business advisory services — direct geographic and service competitor to Marsh & Partners.
• Pilot Partners: Brisbane chartered accountants and business advisors providing tax, accounting, virtual CFO and advisory services; same city and target market as Marsh & Partners.
• Nexia Australia: Australian mid-tier accounting and advisory network providing accounting, tax, business advisory and SMSF services to SMBs and owner-managed businesses — directly comparable advisory and SMSF capabilities.

Broad incumbents

• BDO Australia: International mid-tier accounting network in Australia providing audit, tax, advisory, and bookkeeping with national reach; broader scale and resources than Marsh & Partners but overlapping SMB and mid-market target segments.
• RSM Australia: Global mid-tier network's Australian practice delivering accounting, tax, consulting and business advisory to mid-market clients; competes for the same mid-market advisory wallet as Marsh & Partners.
• Grant Thornton Australia: International mid-tier accounting firm in Australia offering audit, tax, and advisory to privately-held businesses; directly comparable advisory positioning for owner-managed businesses.
• Mazars Australia: International mid-tier accounting network in Australia offering accounting, tax, and advisory to owner-managed businesses and mid-market clients; overlaps meaningfully with Marsh & Partners' service lines.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/marsh-partners

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marsh & Partners